Letters from Larry: U.S & China Investment Strategy

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For Members: Week of 6/5/23 Investment Dashboard
Investment Dashboard
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Larry Cheung, CFA
China Internet and U.S. Retail Stocks Investment Strategy: A.I. Allure Comes To Boost China. The Consumer Backdrop Slams U.S. Retail Stocks.
Post-Market Update: China Strat and U.S. Retail Stocks Strat.
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Larry Cheung, CFA
May 2023
June Investment Strategy: Fundamental Strat on A.I Stocks, China's Impact on Semiconductors, and Treasuries TLT ETF
Assessing A.I Semiconductor Stocks and their Valuation + China Commentary on impact on Semis
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Larry Cheung, CFA
Navigating the recent China Internet Selloff + Special Situation in U.S. Retail Stocks
Certain buying Opportunities have arrived in China and U.S. Retail
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Larry Cheung, CFA
2
Exciting Community Announcement: The Investment Dashboard on Potential Entries/Exits Has Been Upgraded - and this time updated on a Weekly…
Announcement for Members: The Investment Dashboard Has Been Upgraded
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Larry Cheung, CFA
1
Investment Strategy and Education: Preparing and Positioning for the Debt Ceiling Fiasco
Mid-Month May Investment Strategy Report: Portfolio Positioning & Education for the Debt Ceiling and Beyond
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Larry Cheung, CFA
U.S & China Macro Strategy: The Motion for a Final Melt Up followed by A Powerful Meltdown is in place
U.S. and China Investment Strategy: A Key Pivotal Moment for Market Participants
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Larry Cheung, CFA
2
Team Larry Said Tactical Bank Rally Shall Come. And Banking Rally Has Come. Research Made Public.
Research Note Made Public - Banking Rally Setup. Banks Are Just a Trade. Stay Cautious.
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Larry Cheung, CFA
5/4 Strat Note: Banking Stocks To Watch For A Tactical Rebound Post PacWest Failure
Strat Note for Members: Banking Stocks Could Bounce Once Stabilization Returns
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Larry Cheung, CFA
Investor Education: How I Trade a Choppy Market (And Walk Away Alive)
Investor Education for my Community: Trading a Dangerous Choppy Market
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Larry Cheung, CFA
April 2023
May Strat Stock Selection: Eyeing signs of a Further Meltup in Specific Stocks before the Ultimate Meltdown
Strategy Note: Stock-Selection To Trade The Upside Remaining In this Market
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Larry Cheung, CFA
4/25 Strat Note: Volatility Spike & China Selloff To Key Levels. Strong MSFT and GOOG Earnings to Stave off The Bear.
After-Market Commentary for Members: China & FAAMG.
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Larry Cheung, CFA
3
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